Aware, Inc. - Hot or cold IPO? Message Board

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Technology Stocks : Aware, Inc. - Hot or cold IPO?

AWRE 2.130

-3.2%

Dec 2 3:59 PM EST

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To: froland who wrote (4922)	11/21/1998 9:34:00 AM
From: Bill	of 9236

Thanks for that insight. A couple points. NT has already publicly announced that they have orders for a billion dollars worth of meg modems (their proprietary product). In order for AWRE to get significant revenue from NT, a lot of product orders would need to be changed. Also, there is a time lag between a product announcement and delivery of the product. Quarters, not months, in a product of this complexity. Yes, I mentioned Siemens' presence in Europe, and agree they are particularly strong in Germany. Internet access is very expensive in Europe currently. I have some family in Germany spending $200-$300 per month from home using ISDN. Like the RDOCs, DT is not incented to substantially reduce their per houshold revenue for internet access.

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